Anic Equity¶
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Total return since start: 0.557 %¶
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Equity now: -----------------------------> 47546.97 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46148.98 Kr¶
PnL: ---------------------------------------> -739.59 Kr¶
DD now: ---------------------------------> -2.227 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 15:36:40.929592'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.960000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | 1.010000 | 2800.000000 | 164.000000 | 6.220000 | 2636.000010 |
| HMS Networks | 2 | -0.810000 | 784.400000 | 111.400000 | 16.550000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.950000 | 3516.540000 | 62.540000 | 1.810000 | 3453.999992 |
| MedCap | 2 | 1.080000 | 468.000000 | 47.000000 | 11.160000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.820000 | 400.800000 | 45.800000 | 12.900000 | 355.000000 |
| Boozt | 12 | 1.010000 | 1688.400000 | 34.400000 | 2.080000 | 1653.999996 |
| SAAB B | 8 | -0.930000 | 3411.200000 | 34.200000 | 1.010000 | 3377.000000 |
| Resurs Holding | 22 | 1.370000 | 601.920000 | 27.920000 | 4.860000 | 573.999998 |
| Corem Property Group B | 59 | 0.490000 | 601.800000 | 24.800000 | 4.300000 | 576.999999 |
| Swedbank A | 3 | 1.690000 | 585.600000 | 21.600000 | 3.830000 | 564.000000 |
| AcadeMedia | 12 | -0.120000 | 577.920000 | 20.920000 | 3.760000 | 557.000004 |
| Intrum | 4 | 0.180000 | 545.800000 | 18.800000 | 3.570000 | 527.000000 |
| OEM International B | 7 | 0.000000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Securitas B | 6 | 1.310000 | 583.680000 | 13.680000 | 2.400000 | 570.000000 |
| Eastnine | 4 | -0.320000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Norva24 Group | 16 | -0.230000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 2.630000 | 253.200000 | 7.200000 | 2.930000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.090000 | 569.100000 | 7.100000 | 1.260000 | 562.000005 |
| Creaspac SPAC | 6 | 0.210000 | 582.000000 | 5.000000 | 0.870000 | 577.000002 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Coor Service Management Hold. | 8 | -0.520000 | 532.800000 | 0.800000 | 0.150000 | 532.000000 |
| Handelsbanken A | 5 | 0.510000 | 542.750000 | -3.250000 | -0.600000 | 546.000000 |
| Midsona B | 63 | 0.330000 | 570.150000 | -12.850000 | -2.200000 | 582.999984 |
| International Petroleum Corp. | 5 | 3.620000 | 572.000000 | -22.570000 | -3.800000 | 594.565215 |
| CTEK | 13 | -4.020000 | 509.340000 | -24.660000 | -4.620000 | 533.999999 |
| Essity B | 2 | -0.660000 | 545.600000 | -28.400000 | -4.950000 | 574.000000 |
| Essity A | 4 | -0.180000 | 1096.000000 | -53.000000 | -4.610000 | 1149.000000 |
| Vivesto | 1368 | -1.530000 | 545.560000 | -67.440000 | -11.000000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.370000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.940000 | 3682.000000 | -129.000000 | -3.380000 | 3810.999990 |
| Beijer Electronics Group | 26 | -1.300000 | 2766.400000 | -204.600000 | -6.890000 | 2971.000006 |
| OX2 | 18 | 0.950000 | 1431.900000 | -232.100000 | -13.950000 | 1663.999992 |
| Axfood | 13 | 0.340000 | 3480.100000 | -275.900000 | -7.350000 | 3756.000001 |
| Ovzon | 52 | -1.870000 | 2724.800000 | -637.200000 | -18.950000 | 3361.999992 |
| TOTAL | 46022.900000 | -865.670000 | -2.48613% | 46888.564618 |
Updated:¶
'2023-01-27 14:06:04.655414'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
